This article explains how to review and sign off a school's payroll for the period.
Review the pay run and sign it off
If you have access to multiple schools you will see a drop-down for each of your different payrolls.
Select the Payroll tab and head to the 'Payroll at a glance' Widget.
Check the headline figures: Gross Pay, Net Pay, Employers NI, Employers Pension, Employers NI (Class 1A), Apprenticeship Levy, and Total Employers Cost.
Select P32 to see the HM Revenue and Customs (HMRC) payment summary for the period.
Select Review changes to open a full breakdown for every employee in the run: Gross, Tax, NI EE, NI ER, Pen EE, Pen ER, and Net.
Search by code or name, or use Filter by cohort, to find somebody quickly.
Use Only the ones I have not checked to use this as a workable list, or Only new starters and leavers to narrow the list.
Select a row's chevron to expand it and see that employee's pay, deductions, and employer cost breakdowns.
An expanded row also shows two extra views:
A Compared with earlier pay table sets this period's gross, tax, NI, pension, and net figures against last period and a running average. It shows the change each has moved by.
A Change history timeline lists updates made to that employee's record and any forms applied in the meantime. It shows who made each change and when.
Use the row's ⋮ menu to Preview payslip.
You can also add a comment by selecting the comment add comment button.
Select the checkbox beside a row to mark that employee as checked as you work through them. Or select the checkbox in the list header to check or uncheck everyone currently showing.
Select Export to Excel to download the whole list, including a changes log and in period item.
A progress bar at the top tracks how many of the total have been checked.
After your bureau has marked the period ready, a Sign off this period panel appears directly above the list. It has the same payslip message option described below. You can review the changes, check rows off, and sign off the period without leaving this page. Signing off here does exactly what selecting Sign off this period does from the Payroll tab.
Sign off the payroll from the payroll tab.
Open the school's Payroll tab, or expand its row in Payroll at a glance.
Check the banner. It reads "Your bureau has marked this period ready for sign-off".
Select Sign off or Sign off this period.
A box appears explaining that this tells your bureau the period is approved. Select Sign off there to confirm, or Cancel to back out.
Add a payslip message
Open the school's Payroll tab.
Select Add a message under Payslip message. This reads Edit message after a note has already been added for the period.
Type the note. It prints at the foot of every payslip for this period.